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Sam Kirkpatrick

@Mayfair Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$169.806MTotal holdings158
Assets growth rate7.1%Assets growth rate (2-Q avg)7.24%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayfair Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Mayfair Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 169.806M in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 7.24%. The portfolio is managed by Sam Kirkpatrick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$283,405
7,872 shares@ $36.01 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$270,193
1,581 shares@ $170.91 avg price
DJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$264,233
6,401 shares@ $41.28 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$238,721
2,847 shares@ $83.86 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$219,916
1,908 shares@ $115.26 avg price
HDHome Depot Inc
Recent Activity
Exited
0%
$212,756
521 shares@ $408.37 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$208,786
7,202 shares@ $29.0 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$206,782
1,468 shares@ $140.86 avg price
VOEVanguard Index Fds
Recent Activity
Exited
0%
$205,239
1,228 shares@ $167.14 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$203,228
344 shares@ $590.78 avg price